360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6266 Cr | ₹85 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 23 Nov 2005 | 28 Dec 2022 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 50 TRI |
Turn Over | 14.27% | % |
Expense Ratio | 1.77 | 0.52 |
Manager | Harsha Upadhyaya | Parijat Garg |
ISIN Code | INF174K01369 | INF579M01AL6 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
1 Month | 2.59% | 2% |
6 Month | 3.31% | 7.84% |
1 Year | -0.6% | 5.38% |
3 Year | 20.7% | - |
5 Year | 22.68% | - |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
6 Month | 10.39% | 8.94% |
1 Year | 10.89% | 13.66% |
3 Year | 17.21% | - |
5 Year | 17.95% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
1 Year | 12.67% | 23.32% |
3 Year | 13.12% | - |
5 Year | 13.21% | - |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.43% | - |
Sharp | 1.06% | - |
Beta | 0.92% | - |
Alpha | 1.81% | - |
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Fund Managers
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Name | Harsha Upadhyaya | Parijat Garg |
Total AUM | ₹139411 Cr | ₹151 Cr |
Funds Managed | 11 | 2 |
Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
Market Cap
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Others | 1.51 | 1.5 |
Large Cap | 73.94 | 97.41 |
Mid Cap | 16.54 | 1.09 |
Small Cap | 8.01 | - |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Others | 1.43 | 0.7 |
Communication Services | 4.55 | 4.42 |
Energy | 6.53 | 10.75 |
Financial Services | 29.16 | 37.33 |
Technology | 10.83 | 11.18 |
Consumer Cyclical | 9.23 | 10.98 |
Healthcare | 4.18 | 3.63 |
Consumer Defensive | 4.46 | 6.7 |
Industrials | 12.59 | 5.99 |
Basic Materials | 10.49 | 5.76 |
Utilities | 6.54 | 2.57 |
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